Teamwork Financial Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$768M
Signature - Title
Doug Moe - CCO
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by Teamwork Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Teamwork Financial Advisors, LLC reported 160 stock holdings with total value $768M as of Q4 2024. Top holdings included AAPL, AMZN, JEPI, MSFT, and NVDA.
Holdings Value